A financial advisory practice is seeking support for the further development of its office. The focus is on advising and mediating for private clients regarding mortgages and insurance. The goal is to make financing processes simple and efficient, with an emphasis on personal contact, clear communication, and fulfilling agreements. You will start in a supportive role and gradually gain more responsibility and autonomy in your tasks.
What you do
- Preparing and elaborating advisory reports for mortgages
- Supporting quotation processes and mortgage files
- Processing and updating client data in the CRM system
- Preparing client appointments
- Maintaining contact with clients, both by phone and email
- Performing administrative tasks
- Maintaining and further expanding the portfolio of non-life insurance for private individuals
- Identifying areas for improvement and helping to optimize internal processes
Profile
- Experience within financial services
- Accurate and meticulous
- Takes responsibility and can work independently
- Easily establishes contact with clients
- Curious and eager to learn continuously
- Identifies opportunities and areas for improvement and discusses them
- Flexible and able to switch between various tasks effectively
- Appreciates short communication lines and an informal work atmosphere
- Enjoys eventually taking responsibility for their own 'branch' within the office
What they ask
- Minimum MBO (intermediate vocational education) working and thinking level
- Minimum 3 years of work experience in a supporting role, preferably within financial services
- Good knowledge of the Dutch language, both written and spoken
Preferences.
- Wft Basis, Wft Schade Particulieren and/or Wft Hypothecair Krediet diplomas preferred
Practical
- Temporary contract with the prospect of a permanent contract
- Market-conform salary, depending on knowledge and experience
- Opportunities for further development and obtaining Wft diplomas
- Flexible scheduling of hours
- Vacation days and 8% holiday allowance
- Good pension scheme
- Short communication lines and ample room for personal initiative
- Informal and pleasant work atmosphere
- Working in a small organization with much room for independence and contributing ideas
How to apply
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